FHCIX vs. EQPGX
Compare and contrast key facts about Fidelity Advisor Health Care Fund Class I (FHCIX) and Fidelity Advisor Equity Growth Fund Class I (EQPGX).
FHCIX is managed by Fidelity. It was launched on Sep 3, 1996. EQPGX is managed by Fidelity. It was launched on Nov 22, 1983.
Performance
FHCIX vs. EQPGX - Performance Comparison
Loading graphics...
FHCIX vs. EQPGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FHCIX Fidelity Advisor Health Care Fund Class I | -6.03% | 14.48% | 4.22% | 4.07% | -12.84% | 11.53% | 21.40% | 28.22% | 7.51% | 24.38% |
EQPGX Fidelity Advisor Equity Growth Fund Class I | -5.41% | 14.60% | 29.99% | 35.60% | -24.45% | 22.94% | 43.80% | 34.01% | 0.17% | 35.19% |
Returns By Period
In the year-to-date period, FHCIX achieves a -6.03% return, which is significantly lower than EQPGX's -5.41% return. Over the past 10 years, FHCIX has underperformed EQPGX with an annualized return of 9.02%, while EQPGX has yielded a comparatively higher 17.05% annualized return.
FHCIX
- 1D
- 3.94%
- 1M
- -5.34%
- YTD
- -6.03%
- 6M
- 3.02%
- 1Y
- 10.19%
- 3Y*
- 5.08%
- 5Y*
- 2.20%
- 10Y*
- 9.02%
EQPGX
- 1D
- 4.31%
- 1M
- -5.34%
- YTD
- -5.41%
- 6M
- -4.89%
- 1Y
- 17.45%
- 3Y*
- 20.16%
- 5Y*
- 11.12%
- 10Y*
- 17.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FHCIX vs. EQPGX - Expense Ratio Comparison
Both FHCIX and EQPGX have an expense ratio of 0.71%.
Return for Risk
FHCIX vs. EQPGX — Risk / Return Rank
FHCIX
EQPGX
FHCIX vs. EQPGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Health Care Fund Class I (FHCIX) and Fidelity Advisor Equity Growth Fund Class I (EQPGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FHCIX | EQPGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.46 | 0.84 | -0.37 |
Sortino ratioReturn per unit of downside risk | 0.78 | 1.32 | -0.53 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.19 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | 1.41 | -0.80 |
Martin ratioReturn relative to average drawdown | 1.90 | 4.96 | -3.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FHCIX | EQPGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.46 | 0.84 | -0.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.55 | -0.43 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.83 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.60 | -0.02 |
Correlation
The correlation between FHCIX and EQPGX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FHCIX vs. EQPGX - Dividend Comparison
FHCIX's dividend yield for the trailing twelve months is around 12.30%, more than EQPGX's 0.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHCIX Fidelity Advisor Health Care Fund Class I | 12.30% | 11.56% | 10.92% | 0.00% | 0.00% | 5.64% | 5.72% | 0.48% | 4.65% | 0.06% | 0.00% | 6.29% |
EQPGX Fidelity Advisor Equity Growth Fund Class I | 0.55% | 0.52% | 10.64% | 0.48% | 1.96% | 11.42% | 10.84% | 8.56% | 6.43% | 11.57% | 5.90% | 2.21% |
Drawdowns
FHCIX vs. EQPGX - Drawdown Comparison
The maximum FHCIX drawdown since its inception was -44.75%, smaller than the maximum EQPGX drawdown of -62.00%. Use the drawdown chart below to compare losses from any high point for FHCIX and EQPGX.
Loading graphics...
Drawdown Indicators
| FHCIX | EQPGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.75% | -62.00% | +17.25% |
Max Drawdown (1Y)Largest decline over 1 year | -13.37% | -12.80% | -0.57% |
Max Drawdown (5Y)Largest decline over 5 years | -29.24% | -29.81% | +0.57% |
Max Drawdown (10Y)Largest decline over 10 years | -29.24% | -31.11% | +1.87% |
Current DrawdownCurrent decline from peak | -9.96% | -8.80% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -9.20% | -13.80% | +4.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.28% | 3.63% | +0.65% |
Volatility
FHCIX vs. EQPGX - Volatility Comparison
The current volatility for Fidelity Advisor Health Care Fund Class I (FHCIX) is 7.07%, while Fidelity Advisor Equity Growth Fund Class I (EQPGX) has a volatility of 7.77%. This indicates that FHCIX experiences smaller price fluctuations and is considered to be less risky than EQPGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FHCIX | EQPGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.07% | 7.77% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 11.62% | 13.31% | -1.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.76% | 21.83% | -3.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.76% | 20.16% | -2.40% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.79% | 20.49% | -1.70% |